Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
382685269
SEC advisor number
801-28092
FINRA CRD number
110767
AUM ?
$3.57 bn
(as of 21 Mar 23)
Accounts
13,699
(as of 21 Mar 23)
Employees
54
(29 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22